This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments.
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand:
Outcomes:
With 30+ years of experience, Banker's Academy is the leading global provider of training solutions to the financial community. We specialize in BSA/AML, Compliance Officer, HR Professional, Teller and Branch Manager Training.
We’re proud to have partnered with over 2,500 clients worldwide in various financial services industries, with a focus on banks, credit unions, and money service businesses. Let us help you reach your target audience with an innovative, results-driven educational experience.
Our Mission:
To excel as the premier provider of innovative training solutions to the financial industry, and remain the preferred partner of choice to our valued customers.
Our Values:
Honesty & Integrity. We believe in professionalism and honesty in all our working relationships. We hold ourselves accountable to the highest ethical and performance standards.
Passion & Excellence. We love what we do. Quality and excellence are at the core of our work, allowing us to provide exceptional products and services to our customers.
Leadership & Empowerment. We encourage leading by example, and empower our employees to make the right decisions, instilling a strong sense of confidence and corporate responsibility.
Collaboration & Respect. We prize a culture of participation and collaboration. We respect and encourage individual differences as they are part of our strength as a team.
Innovation & Adaptability. We foster a continuous learning culture that inspires creativity and innovation, allowing us to adapt and thrive in a growing global community.
Understanding the numbers only gets you so far; it’s how you apply information that matters. Recognize how value is created in your firm. Evaluate opportunities and assess competition based on robust financial analysis.
A practical introduction to financial analysis from the viewpoint of the commercial credit analyst and commercial loan officer, the Analyzing Financial Statements course gives you the skills you need to effectively assess a commercial borrowers ability to repay loans.
Gain a practical understanding of how to interpret and use internal and external financial reports to inform and influence the decision-making process. Once you know how to translate financial information, you’ll be able to apply it to your business immediately.
Fundamentals of Financial Planning introduces you to the financial planning process and to the technical skills a competent financial planner must possess in order to serve clients successfully.
Many small business owners find creating a budget to be an intimidating process. However, creating and maintaining a budget for your business is a crucial component of success.
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